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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
CHJWM
3651
Carlton Hofferkamp & Jenks Wealth Management
Texas
$107M +$7.03M +7% 0.65% 58.2% 71 12.68%
ABP
3652
Arthur B. Page
$107M +$1.92M +2% 0.56% 40.4% 74 8.11%
CCM
3653
Canal Capital Management
Virginia
$107M -$1.12M -1% 1.61% 67.8% 70 18.57%
BSWM
3654
Boston Standard Wealth Management
Massachusetts
$107M -$277K -0.3% 1% 42.9% 27 11.11%
EM
3655
Excalibur Management
Massachusetts
$107M +$3.48M +3% 1.75% 81.7% 71 12.68%
DLHL
3656
Donald L. Hagan LLC
Florida
$107M +$6.3M +6% 0.52% 47.9% 87 29.89%
IMS
3657
Index Management Solutions
Pennsylvania
$107M -$26.4M -20% 16.1% 843 19.45%
RHDIC
3658
R.H. Dinel Investment Counsel
California
$107M +$318K +0.3% 0.19% 34.1% 60 0%
ETM
3659
Euclidean Technologies Management
Washington
$107M -$3.34M -3% 0.77% 124% 57 21.05%
SIC
3660
Shoker Investment Counsel
Ohio
$106M +$1.24M +1% 0.49% 83.8% 98 2.04%
EA
3661
Elm Advisors
California
$106M -$1.89M -2% 1.01% 50.5% 76 9.21%
CAS
3662
Cue Advisory Services
Arizona
$106M +$6.88M +7% 1.35% 52.3% 155 11.61%
IF
3663
IRON Financial
Illinois
$106M -$22M -17% 0.52% 51.4% 89 35.96%
UFA
3664
US Financial Advisors
Massachusetts
$106M -$4.05M -4% 1.29% 12.6% 618 49.03%
RVGI
3665
RRE Ventures GP III
New York
$106M -$85.8M -45% 44.2% 74.5% 3 0%
MFS
3666
McNamara Financial Services
Massachusetts
$106M -$3.06M -3% 3.21% 42.6% 73 26.03%
HIM
3667
Hutchens Investment Management
New Hampshire
$106M -$3.06M -3% 3.21% 56.8% 73 26.03%
MPA
3668
Marvin & Palmer Associates
Delaware
$106M -$9.79M -8% 3.52% 392% 64 29.69%
NA
3669
NS Advisors
Connecticut
$105M -$7.97M -7% 7.27% 16.3% 17 5.88%
SS
3670
Simplicity Solutions
Minnesota
$105M +$21M +25% 0.41% 37.1% 147 53.74%
SFA
3671
Staton Financial Advisors
North Carolina
$105M -$4.09M -4% 3.41% 40 7.5%
BDCM
3672
Black Diamond Capital Management
Connecticut
$105M -$43.8M -29% 2.2% 28.3% 5 60%
PM
3673
Penbrook Management
New York
$105M -$7.28M -6% 1.87% 106% 118 11.86%
FMB
3674
Field & Main Bank
Kentucky
$105M -$2.83M -3% 0.35% 107% 213 7.51%
IOOF
3675
Independent Order of Foresters
Ontario, Canada
$105M -$1.85M -2% 10.3% 66.3% 107 7.48%